+78.3%
APO vs RACE
+62.4%
+15.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -0.2% |
| 7D | +3.5% | -4.0% | +7.5% | +5.4% |
| 30D | +4.4% | +3.5% | +0.8% | +2.8% |
| 3M | -12.1% | -0.4% | -11.7% | -12.0% |
| 6M | -7.2% | +23.2% | -30.4% | -16.3% |
| YTD | -15.1% | +11.0% | -26.1% | -20.4% |
| 1Y | -7.7% | -2.2% | -5.4% | -7.8% |
| 3Y | +49.6% | +22.5% | +27.1% | +19.1% |
| 5Y | +78.3% | +63.2% | +15.1% | +7.4% |
| All | +78.3% | +62.4% | +15.9% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling